Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding WASATCH SM CAP GR IS in their Schedule of Assets, totaling $116.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAINT-GOBAIN CORPORATION INVESTMENT ACCOUNT | MALVERN PA | — | $2.5B | $58.1M |
| 2 | SAINT-GOBAIN CORPORATION SAINT-GOBAIN CORPORATION 401(K) PLAN FOR SALARIED EMPLOYEES | MALVERN PA | 6,770 | $1.8B | $41.7M |
| 3 | SAINT-GOBAIN CORPORATION SAINT-GOBAIN CORPORATION 401(K) PLAN FOR HOURLY EMPLOYEES |
MALVERN PA |
| 9,663 |
| $737.5M |
| $16.3M |
